BIM
SIVB

Bridgecreek Investment Management’s SVB Financial Group SIVB Stock Holding History

Bridgecreek Investment Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,200
Closed -$7.08M – 123
2019
Q4 		$7.08M Buy
28,200
+265
+0.9% +$60.3K 1.29% 33
2019
Q3 		$5.84M Buy
27,935
+235
+0.8% +$49.2K 1.21% 33
2019
Q2 		$6.22M Buy
27,700
+1,720
+7% +$398K 1.3% 30
2019
Q1 		$5.78M Buy
25,980
+8,040
+45% +$1.87M 1.22% 31
2018
Q4 		$3.41M Buy
17,940
+16,275
+977% +$3.98M 0.91% 43
2018
Q3 		$518K Buy
+1,665
New +$525K 0.1% 82

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgecreek Investment Management's SIVB Position: Q1 2020 in Review

Bridgecreek Investment Management sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 28,200 shares — an estimated $7.08M sold.

Bridgecreek Investment Management first reported a position in SIVB in Q3 2018 and held it in 6 quarters. The position peaked at $7.08M in Q4 2019. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Bridgecreek Investment Management reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Bridgecreek Investment Management sold 28,200 SVB Financial Group shares in Q1 2020, an estimated $7.08M.
  • Bridgecreek Investment Management first reported a position in SVB Financial Group in Q3 2018 and held it in 6 quarters.
  • Bridgecreek Investment Management's SVB Financial Group position peaked at $7.08M in Q4 2019.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Bridgecreek Investment Management's 13F filing for Q1 2020, filed 1 May 2020.